What’s leading to the increase in divorce among seniors – and how can you potentially guide clients through this emotional and complicated time?
Read MoreWhether it’s credit card reward points or funds in a peer-to-peer payment app or cryptocurrency account, a comprehensive review of your client’s financial picture may help uncover forgotten pieces of the puzzle.
Read MoreHow can you get your small business owner clients to a place where they have affordable liquidity to account for their everyday business needs while navigating a tumultuous fiscal environment? The solution may be something your clients don’t even know to ask for.
Read MoreIsn’t the box you check when filing determined by your marital status? What else is there to think about? For married couples with federal student loans, the tax-filing status selection and repayment option may impact student loan payments.
Read MoreThe new law bolsters small businesses' ability to provide retirement benefits to their employees by offering tax credits to offset costs; however, for advisors, it's an unprecedented opportunity to tap into a new revenue stream.
Read MoreAs every seasoned financial professional knows, the type and intensity of emotions tied to financial beliefs and actions are different for everyone. But one recurring source of emotional stress that seems inescapable is election season.
Read MoreAmid the chaos of a job change, there’s one task that often falls through the cracks: remembering your 401(k) with your previous employer. In fact, based on research by Capitalize, 1 in 5 U.S workers have forgotten or left behind a 401(k) plan when changing jobs.
Read MoreScammers may manipulate clients into withdrawing funds from their investment accounts. As their trusted Financial Professional, you should closely review and question requests that seem sudden or unusual.
Read MoreTax professionals (including CPA, Enrolled Agents and others) and financial advisors play critical roles in guiding their clients through complex financial matters. Whether it's managing and optimizing tax efficiency or creating comprehensive financial plans, these highly trusted professionals bring immense value to their clients' financial lives.
Read MoreRecent legislation underscores the importance of integrating tax planning with investment and retirement planning to maximize clients’ financial opportunities.
Read MoreYou may be familiar with Series E or EE savings bonds, which were the paper bonds you used to be able to buy at your local bank. Often used as gifts for birthdays or graduations, Series EE savings bonds earn a fixed rate of interest and ...
Read MoreIf you’re approaching retirement, conventional wisdom recommends allowing your 401(k) savings to grow as long as possible to enjoy the benefits of compound growth at a tax-free rate.
Read MoreDeciding how to invest your retirement plan balance can be difficult. Most retirement plans provide many investment options and choosing the best option for you can be challenging.
Read MoreExpected or not, managing issues that must be addressed following the death of a family member or friend can be extremely difficult.
Read MoreMonetary transactions look much different today than they did 10, even 5, years ago. Today, consumers can pay for goods and services with a swipe of a card or through an app on a phone.
Read MoreMany individuals are stuck in a holding pattern as they wait to see what impact the Biden Administration will have on tax regulations.
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